Daily Market Insight

• EU reaches tariff deal with US • Durable goods orders slide less than expected • Tokyo inflation eases but remains above BOJ target • Thailand, Cambodia agree to ceasefire After trade threat, ASEAN push • Dollar rallies on trade deal relief

• US PMI rises in July on strong service sector • The ECB holds rates amid tariff uncertainty • Euro Zone PMIs rise to highest level in 11 months • Thai-Cambodia conflict heats up • Thai exports grow ahead of tariffs but miss forecast • Dollar edges up on data support

• EU signals progress on US trade deal involving 15% tariffs • Japan’s PM Ishiba dismisses resignation reports • Japan’s manufacturing PMI slips into contraction in July • South Korea’s economy recovers amid challenges • The US dollar extended its losses amid improved risk sentiment

• Trump announced a 15% Japan tariff deal • Trump announced 19% tariffs on Philippine and Indonesian imports • Thailand nears deal to cut 36% US export tariff • Thai cabinet picks Vitai Ratanakorn as next central bank chief • The dollar extended its decline against G10 currencies

• Bessent: US not rushing trade deals • Bessent seeks review of Fed HQ renovation • EU steps up retaliation plans • Early Korean exports solid amid US tariff uncertainty • Greenback starts week lower

• Fed Waller says Fed should cut rates in July meeting • US consumer sentiment improves in July • PM Ishiba won’t resign after election defeat • China keeps loan prime rate unchanged in July as expected • The dollar still ended the week higher

• US retail sales surge broadly, exceeding estimates • Trump considering 10%–15% tariffs on over 150 nations • Japan’s core inflation slows but stays above BOJ target • Thailand proposes zero tariffs on 90% of US imports • US dollar rises on strong data

• Trump denies firing Powell after suggestion to GOP • US PPI stagnated on decline in services costs • US industrial production outpaces forecasts • UK inflation rose more than expected in June • The US dollar declined on fears over the Fed’s independence

• Trump imposes 19% tariff on Indonesian imports in new deal • US June CPI report sends mixed signals • China’s economy expands 5.2% as exports boost growth despite weak consumer demand • China home prices fall sharply amid growing calls for support • The US dollar rose after markets digested the latest inflation report

• Trump threatens tariffs on Russia over Ukraine • China posts larger trade surplus in June • Malaysia imposes AI chip export rules as US eyes China trade flows • Thailand considers tariff-free access for US goods • The dollar continues to edge higher following fresh tariff announcements